Advanced Micro Devices - Moderated (AMD) Message Board

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Technology Stocks : Advanced Micro Devices - Moderated (AMD)

AMD 233.62

+2.5%

12:39 PM EST

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To: AK2004 who wrote (15740)	10/24/2000 2:06:10 PM
From: Goutam	Read Replies (1) of 275872

Albert, re: < and the new strategy of intel is: buy mediocre pIII-1GHz because we managed to build 100K p4s? > Exactly. If I may, I'd like to add - Q4'00: buy mediocre pIII-1GHz because we managed to build 100K p4s? Q1'01: buy mediocre pIIIs, Celerons, PIII mobiles because we managed to build 1M-2M p4s at 1.4GHz - 1.6GHz? Q2'01: buy mediocre pIIIs, Celerons, PIII mobiles, dual XEONs because we managed to build 2M-4M p4s at 1.4GHz - 1.7GHz (especially with P4s with current pinout are going to be obsoleted) ? Q3'01: buy mediocre pIIIs, Celerons, PIII mobiles, Tulatines, dual XEONs because we managed to build 8M-12M p4s at 1.4GHz - 2GHz that may not come close to price/preformance of a dual 1GHz Durons? Q4'01: Clawhammer ... [P4 numbers based on Kash's numbers] goutama

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